JPMorgan Growth Advantage Fund (JGACX)
The fund invest primarily in common stocks of companies across all market capitalizations, emphasizing those with strong earnings growth potential, and may concentrate assets in a specific market capitalization category.
Fund Info
US4812A36922
4812A3692
May 1, 2006
$1,000
Large-Cap
Growth
Expense Ratio
JGACX has a high expense ratio of 1.54%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan Growth Advantage Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
JPMorgan Growth Advantage Fund had a return of 4.61% year-to-date (YTD) and 17.04% in the last 12 months. Over the past 10 years, JPMorgan Growth Advantage Fund had an annualized return of 8.29%, while the S&P 500 had an annualized return of 11.26%, indicating that JPMorgan Growth Advantage Fund did not perform as well as the benchmark.
JGACX
4.61%
2.01%
3.68%
17.04%
8.60%
8.29%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of JGACX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.20% | 4.61% | |||||||||||
| 2024 | 2.86% | 8.14% | 2.20% | -5.18% | 5.50% | 6.71% | -2.66% | 2.21% | 2.37% | -0.27% | 6.83% | -8.41% | 20.61% |
| 2023 | 8.58% | -1.21% | 4.64% | -0.10% | 5.66% | 7.34% | 3.06% | -0.92% | -5.42% | -2.65% | 10.95% | 3.97% | 37.91% |
| 2022 | -9.20% | -3.18% | 3.46% | -12.24% | -3.22% | -8.44% | 12.34% | -4.77% | -9.81% | 5.32% | 4.23% | -7.80% | -30.92% |
| 2021 | -0.04% | 2.60% | -0.47% | 5.99% | -1.92% | 4.86% | 1.94% | 3.38% | -4.84% | 8.20% | -0.50% | -15.74% | 1.24% |
| 2020 | 3.29% | -5.64% | -10.52% | 16.65% | 8.12% | 5.10% | 9.34% | 9.52% | -4.25% | -2.57% | 11.87% | -6.57% | 34.97% |
| 2019 | 10.48% | 4.83% | 1.63% | 3.82% | -6.18% | 7.10% | 1.33% | -2.35% | -0.75% | 3.29% | 5.54% | -8.22% | 20.64% |
| 2018 | 7.65% | -1.66% | -2.23% | 0.56% | 5.36% | 0.47% | 1.72% | 6.72% | -0.24% | -10.02% | 0.32% | -17.99% | -11.67% |
| 2017 | 4.65% | 4.09% | 1.36% | 2.67% | 3.52% | 0.57% | 2.88% | 2.07% | 1.43% | 4.40% | 2.76% | -4.82% | 28.34% |
| 2016 | -9.73% | -0.99% | 7.06% | 0.16% | 2.79% | -2.71% | 5.27% | -0.22% | 0.88% | -3.07% | 2.71% | -0.51% | 0.59% |
| 2015 | -0.00% | 5.94% | -0.00% | 0.15% | 3.13% | 0.21% | 3.66% | -6.17% | -5.13% | 6.63% | 1.29% | -4.94% | 3.86% |
| 2014 | -1.85% | 5.73% | -3.64% | -2.41% | 2.97% | 3.84% | -3.00% | 6.12% | -3.22% | 3.63% | 1.64% | -4.77% | 4.26% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JGACX is 41, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGACX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Growth Advantage Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan Growth Advantage Fund was 54.27%, occurring on Nov 20, 2008. Recovery took 660 trading sessions.
The current JPMorgan Growth Advantage Fund drawdown is 6.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.27% | Nov 7, 2007 | 262 | Nov 20, 2008 | 660 | Jul 7, 2011 | 922 |
| -46.07% | Nov 9, 2021 | 235 | Oct 14, 2022 | 519 | Nov 7, 2024 | 754 |
| -32.26% | Sep 5, 2018 | 389 | Mar 23, 2020 | 50 | Jun 3, 2020 | 439 |
| -25.87% | Aug 6, 2015 | 131 | Feb 11, 2016 | 264 | Mar 1, 2017 | 395 |
| -23.18% | Jul 8, 2011 | 61 | Oct 3, 2011 | 89 | Feb 9, 2012 | 150 |
Volatility
Volatility Chart
The current JPMorgan Growth Advantage Fund volatility is 5.28%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.